Accounts Receivable Specialist

Summary

Join Trace3 as an Accounts Receivable Specialist and focus on reviewing sales orders, invoicing, and customer collections. Ensure cash receipts are applied correctly, collaborate with internal and external stakeholders, and implement solutions to enhance cash application efficiencies. Analyze trends, manage variances, and resolve payment issues. Process credit card payments, reconcile accounts, and prepare weekly performance reports. This role requires strong analytical and communication skills, along with experience in accounts receivable and proficiency in Microsoft applications. The position offers competitive compensation, benefits, and a collaborative work environment.

Requirements

• A minimum of three years’ experience in Accounts Receivable/Billing/Collections
• Intermediate Microsoft applications required (Excel, Word & Outlook)
• Basic knowledge of O2C (Order to Cash) cycle
• Strong customer focus experience with a result-oriented mindset
• Ability to work independently under minimum supervision
• Must demonstrate ability to manage multiple projects and heavy work volume within time constraints
• Ability to maintain duties with accuracy, consistency, and quality in a fast paced and agile environment
• Excellent written and verbal communication skills
• Strong analytical, critical thinking & problem-solving skills to present alternatives or create actionable plans
• Comfortable initiating & leading meetings and executing agendas
• High school diploma required

Responsibilities

• Timely process cash receipts by ensuring payments are applied to the invoices according to the remittances
• Communicate unapplied payments to internal and external customers when needed
• Research & resolve unapplied payments
• Contact customers to obtain remittances & for payment verification
• Collaborate with internal stakeholders to implement solutions that enhance cash application efficiencies
• Ongoingly analyze, track & monitor trends within the cash application process to identify areas of opportunity and develop strategies to improve the auto post rate & efficiencies
• Manage & research variances related to cash discounts
• Research & reconcile misapplied & complex payment issues
• Process credit card payments
• Research credit card payment errors and discrepancies
• Ensure all payments are reconciled in the ERP and bank daily & monthly
• Document daily collection activities
• Weekly prepare & present reports on cash application performance
• Ensure files and transaction records are updated in a timely and appropriate manner

Preferred Qualifications

College degree in Accounting, Finance preferred or equivalent level of experience

Benefits

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Stocked kitchen with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off